About this role:
Wells Fargo is seeking an experienced Product Owner (individual contributor) to provide product leadership for Equity Research products, workflows, and platforms, with responsibility for planning, coordinating, and delivering capabilities that enable the creation, review, approval, publication, distribution, entitlement, discovery, and consumption of research content. The role manages product demand and the backlog, translates business needs into delivery-ready requirements, drives Agile execution, coordinates stakeholders, leads testing and release readiness, and provides executive reporting to support strategic, operational, regulatory, and control priorities.
In This Role, You Will:
Lead product delivery activities for assigned Equity Research capabilities, partnering with Research Analysts, Research Management, Technology, Operations, Compliance, Legal, Marketing, Content Distribution, and Control stakeholders to manage outcomes, dependencies, risks, controls, and delivery commitments.
Functional and Technical Skills
Product Management and Product Ownership
Execute the product vision and roadmap across Equity Research authoring, review, approval, publication, distribution, consumption, entitlements, analyst coverage, ratings, price targets, estimates, and earnings-related workflows.Evaluate business requests, user needs, stakeholder feedback, operational issues, control requirements, and regulatory obligations to prioritize the backlog and plan delivery.Manage product demand and intake, ensuring requests are documented, assessed, tracked, prioritized, and routed appropriately.Maintain visibility into product initiatives, intended outcomes, dependencies, milestones, capacity, risks, assumptions, and delivery commitments.Manage quarterly planning activities, including capacity reviews, dependency management, prioritization, sequencing, and roadmap coordination.Partner with Research and Product leadership to define outcomes, clarify scope and success measures, evaluate solution options, and drive delivery from discovery through implementation.Assess impacts across research processes, technology platforms, operating models, controls, data, content distribution channels, client-facing experiences, and downstream consumers.
Equity Research Domain and Workflow Expertise
Understand end-to-end Equity Research workflows, including idea development, content creation, collaboration, supervisory review, compliance approval, publication, distribution, correction, withdrawal, and archival.Support products and platforms used by Research Analysts and Research Management for authoring, coverage management, ratings, price targets, estimates, models, earnings workflows, content search, and publication.Partner with Compliance and Legal stakeholders on disclosures, conflicts management, information barriers, supervisory controls, recordkeeping, entitlements, and other research-related obligations.Support research distribution through client portals, email and content feeds, market-data or third-party channels, internal platforms, APIs, and other approved delivery mechanisms.Understand the needs of institutional clients and internal consumers who discover, access, and use research content, while maintaining appropriate permissions and controls.Identify opportunities to improve analyst experience, publication timeliness, content quality, discoverability, distribution reliability, client experience, and operational efficiency.
Agile Delivery and Requirements Management
Create, refine, and maintain capabilities, epics, features, user stories, business requirements, acceptance criteria, process flows, and non-functional requirements in Jira or equivalent tools.Translate complex research, content, data, regulatory, and operational needs into clear, testable, and actionable work items for Technology and delivery teams.Own backlog refinement and prioritization; lead or support sprint planning, story reviews, retrospectives, backlog reviews, and daily delivery ceremonies as needed.Define measurable product outcomes and connect roadmap investments to user, business, control, and operational benefits.Track delivery progress, resolve requirement gaps, and identify and escalate risks, issues, assumptions, and dependencies in a timely manner.Evaluate solution options and document impacts to workflows, interfaces, data, entitlements, controls, content formats, distribution channels, and downstream consumers.
Testing, Release Readiness and Production Governance
Lead or coordinate user acceptance testing, test planning, requirements traceability, evidence management, defect triage, production validation, and post-implementation reviews.Coordinate implementation planning, release readiness, stakeholder communications, training materials, rollout activities, support procedures, adoption, and production preparedness.Ensure research processes, controls, support procedures, business continuity considerations, data-quality expectations, and target operating models are documented and validated before implementation.Support root-cause analysis, incident remediation, production issues, audit and compliance requests, and sustainable corrective actions.Monitor product performance, adoption, service health, user feedback, content-delivery effectiveness, and operational outcomes to drive continuous improvement.
Stakeholder Coordination and Governance
Coordinate Research Analysts, Research Management, Product, Technology, Operations, Compliance, Legal, Marketing, Content Distribution, Risk, and Control stakeholders to drive delivery activities and decisions.Lead discovery sessions, working groups, planning meetings, governance reviews, execution checkpoints, demonstrations, and cross-workstream coordination.Maintain action, decision, issue, risk, assumption, and dependency logs; establish clear owners and drive timely resolution of blockers.Manage and respond to internal and external inquiries related to product capabilities, roadmap commitments, controls, research workflows, and ongoing initiatives.Build trusted relationships with senior business and technology stakeholders and influence decisions without direct authority in a global, matrixed organization.
Data, Content, Process Improvement, Automation and AI Enablement
Identify and execute opportunities to simplify, standardize, automate, and scale research-product and operational processes.Use product analytics, workflow data, content metadata, user feedback, and service metrics to identify friction points and inform prioritization.Develop dashboards, metrics, and management reporting covering roadmap delivery, adoption, publication and distribution outcomes, testing, risks, controls, incidents, and operational readiness.Partner with Technology and data teams to improve content metadata, taxonomy, search, discoverability, lineage, data quality, permissions, and distribution reliability.Assess appropriate uses of automation and AI-supported capabilities for documentation, analysis, content workflows, search, testing, reporting, and communication, with human review and applicable privacy, security, intellectual-property, conduct, and regulatory safeguards.
Executive Communication
Create concise, executive-ready presentations and updates that explain product outcomes, roadmap status, adoption, trade-offs, risks, dependencies, and decisions required.Translate complex research, platform, data, content, operational, and regulatory issues into clear, outcome-oriented conversations and practical recommendations.Communicate credibly with Research specialists, Technology partners, Operations teams, control functions, and senior leaders across global businesses.Facilitate difficult prioritization and scope discussions while maintaining transparency on capacity, sequencing, delivery risk, and expected benefits.
Change Mindset, Collaboration and Ownership
Work effectively at the intersection of Equity Research domain expertise, product management, product ownership, business analysis, and delivery management.Demonstrate intellectual curiosity and seek to understand end-to-end research processes, technology platforms, content and data flows, controls, distribution channels, and user workflows.Challenge assumptions constructively, identify root causes, and develop practical solutions.Operate with ownership, accountability, sound judgment, attention to detail, and a bias toward action while managing multiple priorities with limited oversight.Demonstrate adaptability and continuous learning, including responsible adoption of emerging product, data, automation, analytics, and AI capabilities.Risk and Control Mindset
Embed risk and control considerations into product design, backlog prioritization, requirements, testing, release readiness, implementation, and ongoing product management.Ensure product capabilities and delivery processes align with applicable research regulations, disclosure and conflicts requirements, information barriers, supervisory expectations, recordkeeping, entitlements, resiliency, data security, privacy, and internal risk frameworks.Identify and escalate delivery, operational, conduct, technology, data, content, regulatory, and third-party risks in a timely manner.Support audit, compliance, resiliency, control-remediation, and business-continuity activities, ensuring actions are traceable and sustainably closed.Ensure responsible use of AI and automation with appropriate awareness of confidentiality, data privacy, information security, intellectual property, explainability, governance, and regulatory requirements.
Required Qualifications :
. 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of experience across Product Management, Product Ownership, Business Analysis, Equity Research, market data, content management, publishing, financial services technology, or related functions.Experience supporting Equity Research products, market-data solutions, content-management platforms, publishing workflows, or client-facing content-distribution capabilities.Demonstrated experience gathering and documenting business requirements, managing product backlogs, prioritizing demand, and partnering with Technology teams to deliver solutions.Working knowledge of end-to-end product delivery, including discovery, requirements, solution evaluation, testing, release readiness, implementation, adoption, production support, and continuous improvement.Experience working with Agile delivery methodologies and tools such as Jira and Confluence.Strong analytical, problem-solving, planning, prioritization, negotiation, and stakeholder-management skills.Proven ability to manage multiple initiatives and competing priorities while maintaining quality, accuracy, accountability, and attention to detail.Excellent written and verbal communication skills, including the ability to create executive-ready presentations and communicate effectively with senior stakeholders.Ability to operate effectively in a demanding, fast-paced, global, and highly matrixed environment.
Desired Qualifications / Skills
Deep knowledge of Equity Research workflows, including content creation, supervisory review, compliance approval, publication, distribution, correction, withdrawal, and archival.Understanding of analyst coverage management, ratings, price targets, estimates, financial models, earnings-related workflows, disclosures, conflicts management, and information barriers.Experience with research authoring and publishing platforms, content-management systems, client portals, entitlements, search, APIs, feeds, and third-party research-distribution channels.Knowledge of market-data products, financial information platforms, data vendors, and content standards used by Equity Research organizations.Experience working directly with Research Analysts, Research Management, Compliance, Legal, Operations, Marketing, Content Distribution, and Technology stakeholders.Experience delivering regulatory, compliance, audit, resiliency, information-security, privacy, or control-remediation initiatives.Experience using product analytics, dashboards, metrics, workflow tools, automation, or low-code capabilities to improve user and business outcomes.Understanding of data governance, metadata, taxonomy, lineage, data quality, identity and access management, and content-entitlement controls.Familiarity with APIs, cloud-enabled platforms, integration patterns, and non-functional requirements such as availability, performance, resilience, security, and scalability.Self-motivated, intellectually curious, adaptable, collaborative, and execution-focused, with the ability to learn independently and operate with limited supervision.Work Arrangement, Shift Timings Flexibility
- Work Model: Hybrid working model with a minimum requirement of three (3) days per week from office.
- Flexibility: The role requires reasonable flexibility to attend stakeholder meetings or calls as needed during US business hours and to provide support for weekend activities, as required, particularly during release and deployment windows.
